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Salient Private Client’s Western Midstream Partners WES Stock Holding History

Salient Private Client’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$5.83M Sell
194,857
-93,917
-33% -$3.29M 1.14% 27
2018
Q2 		$10.3M Buy
288,774
+25,471
+10% +$893K 1.74% 12
2018
Q1 		$8.72M Buy
263,303
+62,608
+31% +$2.38M 1.53% 16
2017
Q4 		$7.46M Buy
+200,695
New +$7.58M 1.53% 18

Other funds holding WES

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salient Private Client's WES Position: Q3 2018 in Review

Salient Private Client reduced its Western Midstream Partners (WES) stake by 33% in Q3 2018, selling an estimated $3.29M and leaving 194,857 shares worth $5.83M. The position accounts for 1.14% of the portfolio, ranked #27.

Salient Private Client first reported a position in WES in Q4 2017 and has held it in 4 quarters since. The position peaked at $10.3M in Q2 2018. 133 funds tracked by Wall St. Rank hold WES as of Q3 2018.

  • Salient Private Client held 194,857 shares of Western Midstream Partners worth $5.83M as of Q3 2018.
  • Salient Private Client sold 93,917 Western Midstream Partners shares in Q3 2018, an estimated $3.29M.
  • Western Midstream Partners made up 1.14% of Salient Private Client's portfolio in Q3 2018, its #27 holding.
  • Salient Private Client first reported a position in Western Midstream Partners in Q4 2017 and has held it in 4 quarters since.
  • Salient Private Client's Western Midstream Partners position peaked at $10.3M in Q2 2018.
  • 133 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.